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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,469 | $180,462+17.7% | $154,111+37.9% | $135,379+56.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.65% | 888.17%-896.8pp | 735.18%-743.8pp | 519.79%-528.4pp |
| Employer contribution / active EE | $29,211 | $6,036+384.0% | $5,298+451.4% | $4,779+511.2% |
| Participant deferral / active EE | $20,250 | $5,806+248.8% | $5,081+298.6% | $5,609+261.0% |
| Admin fee / account holder | $15,480 | $16,145-4.1% | $13,411+15.4% | $10,828+43.0% |